New York, January 13, 2026, 12:49 PM EST — Regular session
Shares of Solaris Energy Infrastructure, Inc. rose $3.31, or about 6.4%, to $54.64 in midday trading on Tuesday.
The move keeps Solaris in the middle of a crowded trade: investors hunting for companies that can get electricity to data centers quickly, as new buildouts run into grid bottlenecks and long waits for interconnection.
Northland Securities analyst Bobby Brooks has flagged Solaris as a beneficiary of that push, lifting his price target to $70 and pointing to 900 megawatts of open capacity — a measure of power output — that he expects could be contracted in the first half of 2026. In a note summarized by TipRanks and Insider Monkey, Brooks called Solaris “the leading off-grid power provider to data centers” and said it had “a clear appetite to grow,” while also highlighting the appeal of managed onsite power as data center operators look to sidestep grid delays. (TipRanks)
Solaris, which operates power generation and distribution solutions alongside oilfield logistics equipment and services, has been pitching a fast-build, “behind-the-meter” model — power produced onsite or on the customer’s side of the utility meter — aimed at data centers and other industrial customers. In a January 6 investor presentation, the company said it is scaling toward 2.2 gigawatts of operated power capacity, including more than 1 gigawatt at two data centers, and that Power Solutions is expected to make up the bulk of earnings in coming years. (Solaris Energy)
The company last reported quarterly results on Nov. 3, when it posted earnings per share of $0.32 and revenue of $166.84 million, topping Wall Street estimates, according to MarketBeat’s earnings summary.
Solaris has run hard. The shares sit not far from a 52-week high of $57.17 and are up sharply from a 52-week low of $14.27, GuruFocus data showed; midday volume in the stock was about 608,000 shares, well below its average daily volume. (GuruFocus)
Behind-the-meter and off-grid are the key phrases here. They mean a customer can rely less on the utility grid by using generation installed at or near the site — often paired with switching gear, transformers and other equipment that makes the power usable and reliable.
What traders want now is proof the commercial pipeline turns into signed contracts at terms that hold up, and that deployments keep pace with data center construction.
But the downside case is simple: data center projects can slip, permits can drag, and fuel or gas infrastructure can become a constraint. If timelines move out, revenue and cash flow that investors are pulling forward can do the same.
The next obvious catalyst is earnings. Nasdaq lists Feb. 19, 2026 as the estimated next report date; investors will be looking for updates on contracting activity, utilization and any change to 2026 expectations.
